Profit Sharing · DOL Form 5500 · 2024
American Insurance & Investment Corporation Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $406,701
- Avg per participant High balance/head
Official DOL plan name: American Insurance & Investment Corporation Profit Sharing Plan · Sponsored by American Insurance & Investment Corporation · Utah · Finance & Insurance
$13M in assets, 33 participants
American Insurance & Investment Corporation's American Insurance & Investment Corporation Profit Sharing Plan reported $13M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #3,935 in Finance & Insurance (8,549 peers)
2024 asset change
American Insurance & Investment Corporation Profit Sharing Plan pulled back noticeably 15.0% in 2024 ($16M → $13M) for 33 participants.
- #3,935
- in Finance & Insurance (8,549 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Insurance & Investment Corporation Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
American Insurance & Investment Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,421,130 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
American Insurance & Investment Corporation Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Insurance & Investment Corporation Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Insurance & Investment Corporation Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- American Insurance & Investment Corporation Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- American Insurance & Investment Corporation Profit Sharing Plan reported participants rose from 32 in the plan year 2023 filing to 33 in the plan year 2024 filing.
DOL schedule card
Filing strip 870237924 · American Insurance & Investment Corporation PY 2024 · Profit Sharing
American Insurance & Investment Corporation Profit Sharing Plan · $13M · 33 · 62nd
- VS-ST $13M
- VS-ST 33
- VS-ST 62nd
- VS-ST Profit Sharing
- VS-ST near Rock Family Enterprises, Inc., Dba Batteries Plus Retirement Plan
- VS-ST ind #3935
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Utah →
American Insurance & Investment Corporation Profit Sharing Plan in the asset neighbourhood
American Insurance & Investment Corporation years around the 2024 move
Sponsor-wide plan assets over time
All American Insurance & Investment Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 6.536546380733527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $13M |
| 2023 | 1 | 32 | $16M |
| 2024 | 1 | 33 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 870237924 |
| Plan Effective Date | 1958-12-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $533M · 8,497
- Dyno Nobel Inc. and Subsidiaries Tax-Favored Retirement Savings and Investment Plan $350M · 2,569
- Parsons Behle & Latimer Profit Sharing Plan & Trust $160M · 285
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $119M · N/A
- Campbell Scientific Profit Sharing Plan $107M · 648
American Insurance & Investment Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Rock Family Enterprises, Inc., Dba Batteries Plus Retirement Plan in FL ($13M); by covered participants it is Filmtronics Employee Retirement Plan in PA (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Filmtronics Employee Retirement Plan (PA) 33 · 0 off
- K.D.G., Inc. Profit Sharing Plan (IN) 33 · 0 off
- Barnhart-Davis Company Profit Sharing Plan (PA) 33 · 0 off
- Bridwell Oil Co. Profit Sharing (TX) 33 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.